Dothan, AL W Main St Office

Stanley Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and life priorities, drawing on investment insights from Merrill and the lending solutions of Bank of America. His client focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Peterson holds a Bachelor's Degree from Samford University and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in his community through volunteer work with the American Red Cross. Outside of his professional responsibilities, Stanley enjoys antiquing, baseball, boating, dancing, football, golfing, music, spending time with his family, and traveling.

James Sapp Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. He began his career in 1994 and has since worked with families and small businesses to help grow and preserve their assets, create income streams, and develop family legacy opportunities. Jim specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® professional since 2005 and holds the Personal Investment Advisor designation. He graduated from Florida State University in 1993 with a degree in Finance after completing high school at Chipley High School in 1990. Jim is married to Jennifer Sapp and they have three children. He is a member of First Baptist Church of Chipley and participates in community volunteering.

Brian Mason is a financial advisor with Merrill Lynch Wealth Management based in Dothan, Alabama. After a career spanning more than 20 years in the technology industry, working with companies such as Cisco, VMware, GitLab, and AT&T, Brian transitioned into financial advising. He collaborates with an established Beverly Hills-based team to assist individuals, families, and business owners in navigating a range of financial needs. Brian's experience in technology, including roles in engineering, product management, sales, marketing, strategy, and leadership, provides him with a deep understanding of executive and equity compensation structures common in the industry. His client focus areas include executive compensation, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He aims to help clients organize financial decisions around their goals, making informed choices while allowing them to focus on their careers, families, and businesses. Brian holds a Bachelor's Degree from Auburn University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in the local community as a Dothan Chamber of Commerce Ambassador and a member of the Dothan Rotary. Outside of his professional work, Brian enjoys biking, camping, chess, cooking, gardening, hiking, reading, and spending time with his family.

Brandon Parsons serves as the Senior Resident Director at Merrill Lynch Wealth Management. In his role, he focuses on providing wealth management and retirement planning strategies tailored to the needs of his clients. His mission is to be a consistent source of strength in clients' financial lives by connecting them to people and resources that help them achieve their financial goals. Brandon has experience working with small business owners and their families, particularly in business life insurance planning, estate planning services, and employer-sponsored retirement plans. He brings to his role a background in financial services dating back to 2003, leveraging both his knowledge and Merrill's extensive resources. He holds the Chartered Life Underwriter® (CLU®) and Personal Investment Advisor (PIA) designations. He earned an accredited certificate from The American College and holds a Bachelor's Degree from Auburn University. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling. He is active in his community, including membership in the Dothan Area Chamber of Commerce and serving as a founding member of Live at the Opera, Inc., a local nonprofit concert promotion organization.

Adam O'Brien is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory role, he serves as a soccer referee for high school games with the Wiregrass Soccer Officials Association. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Alison Creekbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management in Dothan, Alabama, where she has been a part of the team since January 2005. She specializes in long-term investing, retirement income planning, liability management, insurance solutions, estate transition, gifting strategies, and the design and development of small business retirement plans. Alison emphasizes the importance of coordinating wealth management strategies with clients' trusted tax and legal advisors to ensure comprehensive and tailored financial plans. Her client focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, and services for endowments, foundations, and non-profits. Prior to her career in wealth management, Alison worked as an Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta and San Jose, and later as Director of online business platforms at the New Power Company in Purchase, New York. She holds a Bachelor's degree in Business and Computer Science from Troy University and maintains several professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Alison has been actively involved in her community through service on boards such as Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs, American Cancer Society, Music South, and the Wiregrass Museum of Art. She served as Chairman of the Board of Trustees for the Southeast Health Foundation and is a member of the Dothan-Houston County Rotary Club and the First United Methodist Church. Her personal interests include cooking, gardening, horseback riding, interior decorating, music, reading, scuba diving, spending time with family, traveling, and watching movies.

Kelly Windham is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Her approach is centered on helping clients uncover what matters most to them and develop strategies to pursue their financial goals. Kelly enjoys getting to know people and learning about their priorities. She offers assistance in areas including general investing, retirement planning, and saving for unforeseen expenses. She provides ongoing advice and guidance as clients' needs evolve over time. She holds a Bachelor's Degree from Faulkner University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).